Weekly Oil Views: Demand Worries Weigh on Crude but Don't Turn Bearish Just Yet
US sanctions against Iran's oil and shipping sectors are due to take effect in a week, but concerns over oil demand growth amid rising global...
405 Views
Weekly Oil Views: Crude Slides in Sympathy with Equities but Downside Looks Limited
Crude tumbled 6-7% from its four-year high last week amid a shocking global stock markets rout, reminiscent of the financial markets turmoil of...
472 Views
Yield Surge Tests Equities; Downgrading Discretionary
We are downgrading Consumer Discretionary to market weight as retail breakdowns and continued weakness in homebuilders and major autos has led to...
386 Views
FOMC Retains Hawkish Tone Amid Higher Inflation, but ISM & NFP Betray First Signs of Growth Fatigue
The monthly gain in non-farm payrolls (NFP) was a modest 157,000 in July 2018, well below consensus expectations of 190,000. Despite the...
458 Views
Will They Impeach? Not Yet, but Far More Likely in 2019, when a Recession Is Also Probable
Trump's kowtow to Putin in Helsinki, coupled with the tightening of Mueller's vise around the 2016 Trump campaign's close ties to Russia, have...
448 Views